lead_manger_top_producer
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lead_manger_top_producer [2014/10/14 19:43] chris created |
lead_manger_top_producer [2015/02/06 22:03] christopher [Top Producer Steps:] |
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| - Select "**Other**" for //**Lead Provider Name**// | - Select "**Other**" for //**Lead Provider Name**// | ||
| - Enter https://leads.realgeeks.com/api/top-producer.xml for **//URL//** | - Enter https://leads.realgeeks.com/api/top-producer.xml for **//URL//** | ||
| - | - Fill in //**Username**//, //**Password**// and //**Confirm Password**//" with the credentials you generated in the Lead Manager. {{:lead_manager:temporary_top_producer_credentials.png?200|}} | + | - Fill in //**Username**//, //**Password**// and //**Confirm Password**// with the credentials you generated in the Lead Manager. |
| + | - //**Please note that these credentials are unique credentials that differ from your user information used to access Real Geeks.**// {{:lead_manager:temporary_top_producer_credentials.png?200|}} | ||
| - Once all the appropriate information has been filled in, click the **//Add Lead Provider//** button. {{ :fill_out_form.png?nolink |}} | - Once all the appropriate information has been filled in, click the **//Add Lead Provider//** button. {{ :fill_out_form.png?nolink |}} | ||
| + | - Once Top Producer is set up, make sure to add your Top Producer username into Lead Manager's integration settings. Doing so will finalize the integration. | ||
| Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | ||
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